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Docyt University
How to Download Consolidated Reports from Docyt
This article shows users how to export all management reports for a given month into one Excel file.
We have consolidated reports download for both Portfolio Reports and Single Business. It supports multi-month selection for both Portfolio and Single business consolidated report download.
- To view and access management reports, navigate to the 'Business Reports' tab and click 'Management Reports'.
- To download the consolidated report, click on the ellipsis icon in the top right corner of the management reports page and select 'Download Consolidated Report'.
- Choose the desired month for download and click the 'Download' button to initiate the process.
- A confirmation message will appear once you click on the 'Download' button. The report will then be generated in the 'Data Export' section of Docyt, where you can easily access it.
- To access the 'Data Export' section, click on the gear icon and select 'Data Export.'
- The report available for download will be in the 'Data Export' section. To download the report, click the ellipsis icon and choose 'Download'.